Extreme Networks is counting on the channel to help drive its next phase of growth as the networking vendor moves up-market, expands its MSP business and leans into new AI capabilities. About 85 percent of Extreme Networks’ revenue flows through indirect channels. CEO Ed Meyercord told reporters that his company is recruiting partners that can help it win larger enterprise networking deals while giving existing partners new opportunities around Platform ONE, MSP services, and supply-chain-driven competitive wins.
Meyercord said Extreme Networks finished fiscal 2026 strong with continued momentum moving up-market and fast adoption of Extreme Platform ONE. The company had a strong quarter, with revenue and gross margin ahead of expectations, despite a drop in share price.
Extreme is taking share from competitors such as Cisco and HPE Juniper, pointing to several large wins and the fact that it is gaining share because it is outgrowing the enterprise networking market. The company is outgrowing the market growth rate. The hyperscale data center market is a bit different, but Extreme is focusing on enterprise campus and enterprise data centers, which have a different growth trajectory.
The company sees the pendulum swinging back to enterprise and enterprise data centers as AI workloads move over time. This will drive higher growth rates in enterprise networks. Extreme Networks’ MSP business grew significantly in fiscal 2026, and the company is recruiting partners, especially larger partners that can help it move up-market, focusing on infrastructure and security needs.
Platform ONE, Agent ONE, and the Coworker assistant are key priorities for Extreme Networks. The company is preparing for more autonomous agentic AI capabilities.
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Extreme Networks is out in front, which is an exciting place for the company to be. The company’s MSP platform is running on Platform ONE, which is pretty neat because now every month there are feature upgrades and advancements. Extreme Networks has a multi-tenant platform, which an MSP platform needs to be, and it has consumption-based billing and some unique features in terms of the transferability of licenses.
Component shortages are not an issue for Extreme Networks. What the company is hearing from the channel and distributors is that product lead times are being stretched in certain categories in different markets with networking vendors, but Extreme doesn’t have that issue. Partners that are facing longer lead times and product shortages can come to Extreme, where the company has normal lead times, and that has become a tailwind.
Meyercord said Extreme has secured memory, maintained normal lead times, and turned competitors’ product constraints into a tailwind. “If anyone out there in the industry has an issue, they can come to Extreme,” he said. “We’ll take care of it.”
As Extreme Networks looks to the future, the company is focused on continuing to execute well on Platform ONE and expanding its MSP business. With its strong quarter and growing market share, Extreme is well-positioned for success in the enterprise networking market.
It has a strong foundation.
